See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,090 | $228,332-57.9% | $185,823-48.3% | $158,922-39.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.02% | 40.80%-35.8pp | 35.95%-30.9pp | 302.83%-297.8pp |
| Employer contribution / active EE | $7,264 | $4,967+46.3% | $4,087+77.7% | $4,761+52.6% |
| Participant deferral / active EE | $9,199 | $6,415+43.4% | $5,632+63.3% | $5,982+53.8% |
| Admin fee / account holder | $374 | $11,864-96.8% | $9,500-96.1% | $11,246-96.7% |